John Hancock Financial OppBTO
13F holders, Q4 2024 (December 31)74holders −1
9new positions
9sold out
$37.69avg. 13F price*
At the end of Q4 2024, 74 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings, down 1 from Q3 2024. 9 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($46.0M), Wells Fargo & Company ($20.6M) and Raymond James Financial Inc. ($18.7M).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS FD (Q4 2024)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $10.7M |
| Exits | 9 | $945K |
All 13F filers, Q3 2024 → Q4 2024: 238,271 shares bought and 155,454 shares sold, net +82,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Morgan Stanley | 0.00% | Add +1.0% | 1,290,247 | $46.0M |
| Wells Fargo & Company | 0.01% | Reduce -3.2% | 577,425 | $20.6M |
| Raymond James Financial Inc. | 0.01% | — | 525,205 | $18.7M |
| Strategic Wealth Investment Group, LLC | 0.51% | New | 18,906 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +12.2% | 255,863 | $9.1M |
| Cornerstone Advisors, LLC | 0.34% | Add +4.3% | 236,370 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.7% | 201,154 | $7.2M |
| LPL Financial LLC | 0.00% | Add +66.8% | 185,773 | $6.6M |
| Fca Corp. | 1.05% | Add +0.7% | 94,630 | $3.4M |
| North Star Asset Management Inc. | 0.12% | Reduce -0.9% | 73,798 | $2.6M |
| Aurora Investment Counsel | 1.44% | Reduce -12.0% | 73,601 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +28.2% | 71,662 | $2.6M |
| UBS Group AG | 0.00% | Add +1.0% | 41,950 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 38,083 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 36,365 | $1.3M |
| Gilliland Jeter Wealth Management LLC | 0.41% | Reduce -0.8% | 34,276 | $1.2M |
| World Investment Advisors | 0.03% | Reduce -5.3% | 34,019 | $1.2M |
| Chancellor Financial Group WB LP | 0.97% | — | 33,629 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +167.7% | 27,824 | $993K |
| Shaker Financial Services, LLC | 0.36% | Reduce -55.9% | 26,308 | $939K |
| Samalin Investment Counsel, LLC | 0.38% | Reduce -1.5% | 24,498 | $874K |
| Triumph Capital Management | 0.28% | Add +13.5% | 23,065 | $823K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.7% | 22,856 | $816K |
| Ameriprise Financial Inc. | 0.00% | Add +97.0% | 22,052 | $787K |
| Tennessee Valley Asset Management Partners | 0.12% | New | 20,645 | $737K |
| Mariner, LLC | 0.00% | Add +8.9% | 19,829 | $708K |
| Invesco Ltd. | 0.00% | Add +1.5% | 19,628 | $701K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 18,486 | $660K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.7% | 16,950 | $605K |
| HighTower Advisors, LLC | 0.00% | Add +7.8% | 16,636 | $594K |
| Private Advisor Group, LLC | 0.00% | Add +10.5% | 15,445 | $551K |
| Stephens Inc. | 0.01% | Reduce -71.0% | 12,989 | $464K |
| L.M. Kohn & Company | 0.11% | Reduce -3.0% | 12,307 | $439K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,685 | $417K |
| D.A. Davidson & Co. | 0.00% | Add +1.5% | 11,274 | $402K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.5% | 11,108 | $397K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 10,784 | $385K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -12.6% | 9,144 | $326K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.2% | 9,044 | $323K |
| Redwood Wealth Management Group, LLC | 0.15% | No change | 8,829 | $315K |
| Abel Hall, LLC | 0.18% | No change | 8,000 | $286K |
| Creative Planning | 0.00% | Reduce -2.9% | 7,630 | $272K |
| Wedbush Securities Inc. | 0.01% | Reduce -21.9% | 6,781 | $242K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.5% | 6,618 | $236K |
| Focus Partners Wealth | 0.00% | New | 5,942 | $212K |
| Comerica Bank | 0.00% | No change | 5,033 | $180K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,017 | $143K |
| Allworth Financial LP | 0.00% | Add +0.1% | 3,388 | $126K |
| Mendota Financial Group, LLC | 0.06% | Reduce -27.5% | 2,774 | $99K |
| MAI Capital Management | 0.00% | New | 1,740 | $62K |
| Private Trust Co. NA | 0.01% | No change | 1,500 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,241 | $43K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,076 | $38K |
| Toth Financial Advisory Corp. | 0.00% | Add +11.2% | 745 | $27K |
| Thompson Investment Management, Inc. | 0.00% | No change | 649 | $23K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 500 | $18K |
| Cwm, LLC | 0.00% | No change | 514 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $18K |
| Spire Wealth Management | 0.00% | No change | 429 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 416 | $15K |
| Eastern Bank | 0.00% | No change | 250 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 231 | $8K |
| Tidemark, LLC | 0.00% | New | 225 | $8K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 220 | $8K |
| Navigoe, LLC | 0.01% | — | 200 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 165 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 149 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $4K |
| Investors Research Corp | 0.00% | No change | 110 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 50 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 3 | $107 |
"% of holder's portfolio" is BTO's weight in each manager's 13F, not the share of John Hancock Financial Opp the manager owns.